Transactions for Employees in Core HR

The Transactions tab allows an administrator to maintain unlimited compensation activity that falls outside of base pay compensation. Each transaction is time stamped and tagged with a transaction type that provides details such as stipend, bonus, commission, and any additional pay.

  • Pay Code: This drop-down menu will be automatically loaded with generic pay codes that can be used internally. Administrators have the ability to add specific pay codes if none of the generic codes apply to their company.
  • Rate Code: This drop-down menu will contain a "Default" setting. Other rate codes can be added if the Payroll functionality will be used.
  • Employer Code: This drop-down menu will contain the name of your company or any other employer code that has been associated with your payroll settings.
  • Agency: This drop-down menu will be automatically loaded with generic agencies. These can only be edited if the Payroll functionality will be used.
  • Frequency: For EZSync accounts, this drop-down list will automatically populate with the Frequencies configured in Payroll.
  • Calc Code: For EZSync accounts, this drop-down list will automatically populate with the Calc Codes configured in Payroll.
  • Last Taken: For EZSync accounts, this field automatically updates every time payroll is processed.
  • Paid: For EZSync accounts, this field will automatically update every time payroll is processed.

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The Pay Rates tab will show two options:

  • Create Transaction Record
  • Delete Selected Record(s)

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Creating Transaction Record

  • From the Actions drop-down menu, click Create Transaction Record.

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  • Enter the relevant information for the transaction.
    • Select a Pay Code (if applicable)
    • Select a Rate Code (required)
    • Select an Employer Code (if applicable)
    • Select an Agency (if applicable)
    • Enter Start Date (required)
    • Enter End Date (required)
    • Enter Amount (required)
    • Select Type (required)
    • Select Category (if applicable)
    • Enter Notes
    • Select Project (if applicable)
    • Select Location (if applicable)

    Transactions_-_01.png

  • Click Save.
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